| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 387,000 | 43,085,000 | 27.77% | ||
| 2 | Royal Caribbean Cruises | 322,325 | 24,158,000 | 15.57% | ||
| 3 | VANGUARD WHITEHALL FDS | 285,200 | 20,574,000 | 13.26% | ||
| 4 | VANGUARD INDEX FDS | 162,500 | 14,095,000 | 9.08% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 240,000 | 11,695,000 | 7.54% | ||
| 6 | VANGUARD INDEX FDS | 70,000 | 8,553,000 | 5.51% | ||
| 7 | WISDOMTREE TR SMALLCAPDIVID FD | 102,500 | 7,709,000 | 4.97% | ||
| 8 | VANGUARD WORLD FD | 50,000 | 6,823,000 | 4.40% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 173,135 | 6,515,000 | 4.20% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 103,500 | 6,270,000 | 4.04% | ||
| 11 | ISHARES TR | 25,000 | 3,079,000 | 1.98% | ||
| 12 | EMERG MKTS INCOME FUND WDTREE | 69,015 | 2,593,000 | 1.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-021625, filed 2016.11.10).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
